Client Services Representative

Responsibilities: Provide support to the Financial Advisor in the form of maintaining detailed documentation on client correspondence in Salesforce Gather and verify accuracy and completion of documents Follow up with clients on missing documents via email, letters and phone calls Assist clients with questions, inquiries and problem solving Work heavily with detailed documentation where accuracy is crucial. Documentation will work with numbers, so an aptitude for accounting/numbers is ideal Qualifications 5+ years of professional level customer service within a corporate setting Excellent written and verbal communication skills and a polished presentation Proficient in MS Office, and prior experience working with a CRM, Salesforce preferred Strong administrative skills, with a history of working with detailed documentation where accuracy is crucial Preference for experience out of the financial services industry Full benefits package available.